Integrated Investment Consultants, LLC
BLOOMFIELD HILLS MI · SEC CIK 0001665337
$5.25亿2026Q2 申报市值
271持仓数
38.8%前十大占比 · 第一大 6.2%
24 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$1,716.54万
XOM 新建仓+$246.43万
MEAR 加仓+$137.57万
VONG 加仓+$114.78万
VONV 加仓+$105.11万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$337.71万
EXXON MOBIL CORP 清仓-$308.39万
IWD 减仓-$140.29万
PROSHARES TR II 清仓-$94.64万
VUG 重新持有-$65.90万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AEIS | ADVANCED ENERGY INDS COM | $70.29万 | 0.13% | 1,885 | -242 | -11.4% | -$9.02万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $70.19万 | 0.13% | 12,135 | -307 | -2.5% | -$1.78万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $69.75万 | 0.13% | 934 | -106 | -10.2% | -$7.92万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $68.59万 | 0.13% | 1,675 | 66 | 4.1% | $2.70万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $67.95万 | 0.13% | 6,740 | 1,790 | 36.2% | $18.04万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $67.31万 | 0.13% | 4,259 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $66.85万 | 0.13% | 569 | 22 | 4.0% | $2.58万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $66.47万 | 0.13% | 2,711 | -8 | -0.3% | -$1,961 | 减仓 |
| HD | HOME DEPOT INC COM | $65.70万 | 0.13% | 1,863 | 1 | 0.1% | $353 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $65.35万 | 0.12% | 8,474 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $64.72万 | 0.12% | 27,036 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $64.37万 | 0.12% | 667 | -2 | -0.3% | -$1,930 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $64.19万 | 0.12% | 1,344 | -43 | -3.1% | -$2.05万 | 减仓 |
| PLXS | PLEXUS CORP COM | $63.50万 | 0.12% | 2,112 | -11 | -0.5% | -$3,307 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $62.26万 | 0.12% | 14,704 | -1,302 | -8.1% | -$5.51万 | 减仓 |
| KLAC | KLA CORP COM NEW | $62.06万 | 0.12% | 2,057 | 237 | 13.0% | $7.15万 | 加仓 |
| ENS | ENERSYS COM | $61.66万 | 0.12% | 2,637 | -12 | -0.5% | -$2,806 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $61.15万 | 0.12% | 1,245 | 4 | 0.3% | $1,965 | 加仓 |
| AIR | AAR CORP COM | $61.05万 | 0.12% | 4,271 | -12 | -0.3% | -$1,715 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $61.05万 | 0.12% | 1,537 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $60.93万 | 0.12% | 7,051 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $60.20万 | 0.11% | 7,972 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $59.66万 | 0.11% | 4,071 | 672 | 19.8% | $9.85万 | 加仓 |
| FLS | FLOWSERVE CORP COM | $58.71万 | 0.11% | 7,917 | -37 | -0.5% | -$2,744 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $58.62万 | 0.11% | 2,710 | -14 | -0.5% | -$3,028 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $56.69万 | 0.11% | 10,056 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $56.54万 | 0.11% | 1,528 | -120 | -7.3% | -$4.44万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $56.20万 | 0.11% | 11,153 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $56.04万 | 0.11% | 11,080 | -2,390 | -17.7% | -$12.09万 | 减仓 |
| HEI | HEICO CORP NEW COM | $55.57万 | 0.11% | 1,560 | 1 | 0.1% | $356 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $54.76万 | 0.10% | 3,549 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $54.15万 | 0.10% | 1,601 | 0 | 0.0% | — | 不变 |
| BHE | BENCHMARK ELECTRS INC COM | $53.74万 | 0.10% | 5,446 | -27 | -0.5% | -$2,664 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $53.71万 | 0.10% | 2,819 | -259 | -8.4% | -$4.93万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $53.58万 | 0.10% | 2,563 | 15 | 0.6% | $3,136 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $52.54万 | 0.10% | 1,165 | -210 | -15.3% | -$9.47万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $52.43万 | 0.10% | 1,210 | -192 | -13.7% | -$8.32万 | 减仓 |
| AMGN | AMGEN INC COM | $52.18万 | 0.10% | 1,441 | -1 | -0.1% | -$362 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $52.17万 | 0.10% | 6,559 | -36 | -0.5% | -$2,863 | 减仓 |
| FAST | FASTENAL CO COM | $50.95万 | 0.10% | 10,609 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $50.73万 | 0.10% | 4,713 | 95 | 2.1% | $1.02万 | 加仓 |
| NFLX | NETFLIX INC. COM | $50.68万 | 0.10% | 7,098 | 616 | 9.5% | $4.40万 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $50.41万 | 0.10% | 5,038 | -19 | -0.4% | -$1,901 | 减仓 |
| MTZ | MASTEC INC COM | $49.55万 | 0.09% | 1,191 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $49.42万 | 0.09% | 1,659 | 1,659 | — | $49.42万 | 新建仓 |
| R | RYDER SYS INC COM | $48.96万 | 0.09% | 1,856 | -10 | -0.5% | -$2,638 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $48.82万 | 0.09% | 12,100 | 0 | 0.0% | — | 不变 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $48.43万 | 0.09% | 15,697 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $48.06万 | 0.09% | 1,180 | 354 | 42.9% | $14.42万 | 加仓 |
| OII | OCEANEERING INTL INC COM | $47.99万 | 0.09% | 11,844 | -46 | -0.4% | -$1,864 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $47.82万 | 0.09% | 17,263 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC COM | $47.54万 | 0.09% | 1,044 | -5 | -0.5% | -$2,277 | 减仓 |
| DAR | DARLING INGREDIENTS INC COM | $46.98万 | 0.09% | 8,601 | -57 | -0.7% | -$3,113 | 减仓 |
| FLR | FLUOR CORP COM | $46.43万 | 0.09% | 8,863 | 1 | 0.0% | $52 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $45.00万 | 0.09% | 390 | -313 | -44.5% | -$36.12万 | 减仓 |
| FELE | FRANKLIN ELEC INC COM | $44.59万 | 0.08% | 4,160 | 914 | 28.2% | $9.80万 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $43.81万 | 0.08% | 4,518 | 900 | 24.9% | $8.73万 | 加仓 |
| NOW | SERVICENOW INC COM | $42.78万 | 0.08% | 4,309 | 1,298 | 43.1% | $12.89万 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $42.69万 | 0.08% | 3,633 | -328 | -8.3% | -$3.85万 | 减仓 |
| TSLA | TESLA INC COM | $42.44万 | 0.08% | 1,009 | 2 | 0.2% | $841 | 加仓 |
| ADC | AGREE RLTY CORP COM | $42.26万 | 0.08% | 5,579 | -192 | -3.3% | -$1.45万 | 减仓 |
| ECG | EVERUS CONSTR GROUP COM | $41.70万 | 0.08% | 2,513 | -556 | -18.1% | -$9.23万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $41.52万 | 0.08% | 999 | 23 | 2.4% | $9,559 | 加仓 |
| HLI | HOULIHAN LOKEY INC CL A | $41.42万 | 0.08% | 3,088 | -13 | -0.4% | -$1,744 | 减仓 |
| GATX | GATX CORP COM | $40.47万 | 0.08% | 2,284 | -11 | -0.5% | -$1,949 | 减仓 |
| UMBF | UMB FINL CORP COM | $40.32万 | 0.08% | 2,824 | -11 | -0.4% | -$1,570 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $39.12万 | 0.07% | 283 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL COM | $38.63万 | 0.07% | 7,374 | 1,875 | 34.1% | $9.82万 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $38.50万 | 0.07% | 727 | -187 | -20.5% | -$9.90万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $38.15万 | 0.07% | 8,325 | -37 | -0.4% | -$1,696 | 减仓 |
| CTVA | CORTEVA INC COM | $38.09万 | 0.07% | 4,497 | -9 | -0.2% | -$762 | 减仓 |
| SSB | SOUTHSTATE BK CORP COM | $38.02万 | 0.07% | 3,806 | -13 | -0.3% | -$1,299 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $37.98万 | 0.07% | 5,577 | -32 | -0.6% | -$2,180 | 减仓 |
| BP | BP PLC SPONSORED ADR | $37.90万 | 0.07% | 10,257 | -190 | -1.8% | -$7,020 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $37.44万 | 0.07% | 10,671 | -45 | -0.4% | -$1,579 | 减仓 |
| TRMK | TRUSTMARK CORP COM | $36.95万 | 0.07% | 8,030 | -34 | -0.4% | -$1,564 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $36.57万 | 0.07% | 1,227 | -45 | -3.5% | -$1.34万 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $36.04万 | 0.07% | 2,676 | 13 | 0.5% | $1,751 | 加仓 |
| TKR | TIMKEN CO COM | $35.76万 | 0.07% | 2,461 | -11 | -0.4% | -$1,599 | 减仓 |
| LPLA | LPL FINL HLDGS INC COM | $35.63万 | 0.07% | 1,265 | -619 | -32.9% | -$17.44万 | 减仓 |
| CTS | CTS CORP COM | $35.44万 | 0.07% | 5,437 | -26 | -0.5% | -$1,695 | 减仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $34.64万 | 0.07% | 6,990 | -1,500 | -17.7% | -$7.43万 | 减仓 |
| RBA | RB GLOBAL INC COM | $34.55万 | 0.07% | 2,967 | 1 | 0.0% | $116 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $34.53万 | 0.07% | 3,750 | -5 | -0.1% | -$460 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $34.47万 | 0.07% | 1,621 | -7 | -0.4% | -$1,489 | 减仓 |
| DIOD | DIODES INC COM | $34.43万 | 0.07% | 3,146 | -18 | -0.6% | -$1,970 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $34.09万 | 0.06% | 1,268 | -4 | -0.3% | -$1,075 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $33.35万 | 0.06% | 2,709 | -142 | -5.0% | -$1.75万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $33.17万 | 0.06% | 924 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP COM | $33.03万 | 0.06% | 3,637 | -16 | -0.4% | -$1,453 | 减仓 |
| MTH | MERITAGE HOMES CORP COM | $32.74万 | 0.06% | 3,905 | -10 | -0.3% | -$839 | 减仓 |
| O | REALTY INCOME CORP COM | $32.45万 | 0.06% | 5,237 | -196 | -3.6% | -$1.21万 | 减仓 |
| INDA | ISHARES MSCI INDIA ETF | $32.44万 | 0.06% | 6,569 | -137 | -2.0% | -$6,766 | 减仓 |
| WDAY | WORKDAY INC CL A | $31.94万 | 0.06% | 2,609 | 2,609 | — | $31.94万 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $31.68万 | 0.06% | 1,489 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $31.62万 | 0.06% | 7,474 | -31 | -0.4% | -$1,312 | 减仓 |
| FRME | FIRST MERCHANTS CORP COM | $31.08万 | 0.06% | 7,114 | -32 | -0.4% | -$1,398 | 减仓 |
| VNT | VONTIER CORPORATION COM | $30.59万 | 0.06% | 10,550 | -6,681 | -38.8% | -$19.37万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $30.54万 | 0.06% | 2,234 | 116 | 5.5% | $1.59万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $30.50万 | 0.06% | 568 | 0 | 0.0% | — | 不变 |